Joel Reimer is a CFP-designated registered investment advisor at Sound Stewardship, LLC, based in Overland Park, KS, with 12 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 190 clients with $240M in assets under management.
Compensation
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Number of Clients
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Fee Structure
Sound Stewardship provides investment management services to clients who also have an annual planning relationship. The firm manages investments on a discretionary basis, meaning they can make trades without asking you first. Sound Stewardship does not charge a separate fee for investment management, as it is included in the annual planning fee.
Contact
Joel Reimer
Location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sound Stewardship, LLC
State Registrations3 states
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